Awarded Accredited Financial Planning Firm Status

By Lora Benson

UK firm Stalworth Wealth based in Staffordshire and Ifamax Wealth Management based in Bristol have achieved CISI Accredited Financial Planning Firm™ status. Professional membership body and educational charity the Chartered Institute for Securities & Investment (CISI) now recognises both these firms as leaders in the financial planning profession.

The total number of UK-wide firms with CISI Accredited Financial Planning Firm™ status is now 53.  Firms must meet rigorous CISI criteria to become accredited. Those who achieve the status have all demonstrated a commitment to excellence in providing a comprehensive, holistic financial planning service and fostering high ethical standards by having policies in place that align with the CISI’s Code of Conduct. They also become part of a community that shares best practices, thereby gaining consumer confidence.

Chris Morris Chartered MCSI, CISI head of financial planning, policy and engagement, said: “We are delighted to welcome Stalworth Wealth and Ifamax  Wealth Management as newly Accredited Financial Planning Firms. Each has shown a strong dedication to client-focused advice, delivered by CERTIFIED FINANCIAL PLANNER™ professionals. Congratulations to both firms on joining the CISI Accredited Financial Planning Firm™ community.”

https://www.cisi.org/cisiweb2/cisi-website/who-we-are/press-release/2026/02/03/staffordshire-and-bristol-firms-achieve-exclusive-cisi-accredited-financial-planning-firm--status